Latest Institutional Purchases of Morningstar, Inc. (MORN)
This list provides information on the latest institutional transactions involving Morningstar, Inc. (MORN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
100+ 100.0% |
$10.7K - $16.6K
|
200
$59.6K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
100New |
$14.3K - $16.2K
|
100
$29.8K
|
|
| Q3 2018 | |||||||
|
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
1.4KNew |
$177K - $200K
|
1.4K
$418K
|
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
105New |
$13.2K - $14.9K
|
105
$31.3K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
731KNew |
$60.5M - $71.3M
|
731K
$218M
|
|
| Q3 2017 | |||||||
|
Oct 17, 2017
Q3 2017
|
City Holding CO
|
BUY
|
- |
62New |
$4.95K - $5.27K
|
62
$18.5K
|
|